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10 May 2026

NetBlocks: Iran's 70+ day internet blackout is 'the longest recorded national internet shutdown in a connected society', as businesses warn of layoffs, closures (Golnar Motevalli/Bloomberg)

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Golnar Motevalli / Bloomberg: NetBlocks: Iran's 70+ day internet blackout is “the longest recorded national internet shutdown in a connected society”, as businesses warn of layoffs, closures — Iran's

NYC-based Reserv, which provides software and AI-powered claims processing tech for property and casualty insurers, raised a $125M Series C led by KKR (FinTech Global)

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FinTech Global: NYC-based Reserv, which provides software and AI-powered claims processing tech for property and casualty insurers, raised a 125M Series C led by KKR — Reserv, an AI-native third-party

Paris-based Lithosquare, which uses AI to speed the discovery of critical mineral and metal deposits, raised a $25M seed led by World Fund and Kindred Capital (Rahul Raj/EU-Startups)

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Rahul Raj / EU-Startups: Paris-based Lithosquare, which uses AI to speed the discovery of critical mineral and metal deposits, raised a $25M seed led by World Fund and Kindred Capital — Lithosquare, a

Q&A with Qualcomm CEO Cristiano Amon on 2026 as 'year of agents', the end of the smartphone-centric world, 6G turning humans into 'walking cameras', and more (Fortune)

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Fortune: Q&A with Qualcomm CEO Cristiano Amon on 2026 as “year of agents”, the end of the smartphone-centric world, 6G turning humans into “walking cameras”, and more — Cristiano Amon's pitch is that

Sources: Apple is working on a 'slight redesign' for macOS 27 to address Liquid Glass issues, plans a feature to automatically group Safari tabs in '27' OSes (Mark Gurman/Bloomberg)

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Mark Gurman / Bloomberg: Sources: Apple is working on a “slight redesign” for macOS 27 to address Liquid Glass issues, plans a feature to automatically group Safari tabs in “27” OSes — Also: The lates

Sources: Cerebras plans to raise its IPO price range from 115-125 per share to 150-160 per share, potentially raising ~$4.8B at the top of the new range (Echo Wang/Reuters)

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Echo Wang / Reuters: Sources: Cerebras plans to raise its IPO price range from 115-125 per share to 150-160 per share, potentially raising ~$4.8B at the top of the new range — Cerebras Systems is set

Sources: Digital Asset, which builds Canton Network, a public blockchain with privacy features, is raising a ~300M round led by a16z crypto at a ~2B valuation (Bloomberg)

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Bloomberg: Sources: Digital Asset, which builds Canton Network, a public blockchain with privacy features, is raising a ~300M round led by a16z crypto at a ~2B valuation — Digital Asset Holdings LLC,

Sydney-based AI data center operator IREN agrees to acquire Mirantis, which offers Kubernetes management and cloud infrastructure software, for $625M in stock (Shane Snider/Data Center Knowledge)

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Shane Snider / Data Center Knowledge: Sydney-based AI data center operator IREN agrees to acquire Mirantis, which offers Kubernetes management and cloud infrastructure software, for 625M in stock — Th

9 May 2026

A profile of Anthropic CFO Krishna Rao, who tends to take a conservative approach to revenue projections and has chosen to raise less money than is available (Kate Clark/Wall Street Journal)

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Kate Clark / Wall Street Journal: A profile of Anthropic CFO Krishna Rao, who tends to take a conservative approach to revenue projections and has chosen to raise less money than is available — Krishn

Anthropic details how it improved Claude's safety training after finding agentic misalignment in older models, such as Opus 4 blackmailing engineers (Anthropic)

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Anthropic: Anthropic details how it improved Claude's safety training after finding agentic misalignment in older models, such as Opus 4 blackmailing engineers — Last year, we released a case study on

Anthropic, OpenAI, and other AI firms met with Hindu, Sikh, and Greek Orthodox leaders to draft principles on how to infuse models with ethics and morality (Krysta Fauria/Associated Press)

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Krysta Fauria / Associated Press: Anthropic, OpenAI, and other AI firms met with Hindu, Sikh, and Greek Orthodox leaders to draft principles on how to infuse models with ethics and morality — As conce

Execs at Palantir, whose stock is up ~16x since its AI platform's 2023 debut, often decry other AI as slop, as competition from frontier AI labs stiffens (Heather Somerville/Wall Street Journal)

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Heather Somerville / Wall Street Journal: Execs at Palantir, whose stock is up ~16x since its AI platform's 2023 debut, often decry other AI as slop, as competition from frontier AI labs stiffens — In

FCC passed an anti-robocall proposal requiring telecoms, including VoIP providers, to verify user identities before activating service, raising privacy fears (Ken Macon/Reclaim The Net)

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Ken Macon / Reclaim The Net: FCC passed an anti-robocall proposal requiring telecoms, including VoIP providers, to verify user identities before activating service, raising privacy fears — The era of

GM agrees to pay $12.75M to resolve a California investigation into claims that it illegally sold the location and driving data of OnStar subscribers to brokers (David Shepardson/Reuters)

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David Shepardson / Reuters: GM agrees to pay 12.75M to resolve a California investigation into claims that it illegally sold the location and driving data of OnStar subscribers to brokers — GM (GM.N)

Google seems to require Google Play Services for passing next-gen reCAPTCHA on Android, denying de-Googled Android phones and creating surveillance issues (Rick Findlay/Reclaim The Net)

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Rick Findlay / Reclaim The Net: Google seems to require Google Play Services for passing next-gen reCAPTCHA on Android, denying de-Googled Android phones and creating surveillance issues — Google has

How SpaceMob, an online community of ~50,000, has fueled a meme-stock-like rally in satellite networking company AST, which is up ~6,000% over a 22-month period (Bloomberg)

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Bloomberg: How SpaceMob, an online community of ~50,000, has fueled a meme-stock-like rally in satellite networking company AST, which is up ~6,000% over a 22-month period — Championed by a guru known

LayerZero apologizes for Kelp DAO exploit response, says single-verifier setup was deficient; Dune: in April, ~47% of LayerZero OApps had the same default setup (Zack Abrams/The Block)

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Zack Abrams / The Block: LayerZero apologizes for Kelp DAO exploit response, says single-verifier setup was deficient; Dune: in April, ~47% of LayerZero OApps had the same default setup — Quick Take —

NHTSA says the 2026 Tesla Model Y is the first car model to pass the agency's new ADAS tests; Tesla conducted the tests and submitted the results to the NHTSA (Kirsten Korosec/TechCrunch)

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Kirsten Korosec / TechCrunch: NHTSA says the 2026 Tesla Model Y is the first car model to pass the agency's new ADAS tests; Tesla conducted the tests and submitted the results to the NHTSA — The Natio

OpenAI, Anthropic, and Google's enterprise push with PE firms poses a new competitive threat to India's IT industry, as services become increasingly automatable (Moneycontrol)

ApplicationsDGX agent

Moneycontrol: OpenAI, Anthropic, and Google's enterprise push with PE firms poses a new competitive threat to India's IT industry, as services become increasingly automatable — On Wall Street, the ann

OpenAI president Greg Brockman's journal has emerged as a star witness in the Musk v. Altman trial; Brockman says he stopped writing about OpenAI in it in 2023 (Ben Cohen/Wall Street Journal)

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Ben Cohen / Wall Street Journal: OpenAI president Greg Brockman's journal has emerged as a star witness in the Musk v. Altman trial; Brockman says he stopped writing about OpenAI in it in 2023 — The j

Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage (Sam Rubin/Palo Alto Networks Blog)

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Sam Rubin / Palo Alto Networks Blog: Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage — For

Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors (Jowi Morales/Tom's Hardware)

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Jowi Morales / Tom's Hardware: Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors — Fewer

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (The Information)

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The Information: Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month — Cursor is already star

Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs (South China Morning Post)

IndustryDGX agent

South China Morning Post: Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs — TikTok owner B

8 May 2026

A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams (Associated Press)

IndustryDGX agent

Associated Press: A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams — Schools and universiti

Akamai says it struck a seven-year cloud computing deal with a 'leading frontier model provider'; sources: the deal was with Anthropic and is worth $1.8B (Rachel Metz/Bloomberg)

IndustryDGX agent

Rachel Metz / Bloomberg: Akamai says it struck a seven-year cloud computing deal with a “leading frontier model provider”; sources: the deal was with Anthropic and is worth 1.8B — Anthropic PBC has si

Beijing-based humanoid robotics company Robotera raised over 200M led by SF Group, after raising ~146M in March at a ~$1.47B valuation (Du Zhihang/Caixin Global)

IndustryDGX agent

Du Zhihang / Caixin Global: Beijing-based humanoid robotics company Robotera raised over 200M led by SF Group, after raising ~146M in March at a ~1.47B valuation — Chinese humanoid-robot startup Robot

EU warns that VPNs are being used to bypass online age-verification systems, calling their use 'a loophole in the legislation that needs closing' (Alex Lekander/CyberInsider)

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Alex Lekander / CyberInsider: EU warns that VPNs are being used to bypass online age-verification systems, calling their use “a loophole in the legislation that needs closing” — The European Parliamen

Honeywell's Quantinuum files for a US IPO, reporting a 136.6M net loss on revenue of 5.2M for the three months ended March 31; sources: it could raise $1.5B+ (Carmen Reinicke/Bloomberg)

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Carmen Reinicke / Bloomberg: Honeywell's Quantinuum files for a US IPO, reporting a 136.6M net loss on revenue of 5.2M for the three months ended March 31; sources: it could raise $1.5B+ — Quantinuum

Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West (Nathan Lambert/Interconnects AI)

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Nathan Lambert / Interconnects AI: Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West — Lesson

Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips (Bloomberg)

IndustryDGX agent

Bloomberg: Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips — Apollo Global Management Inc.

Sources: Cerebras plans to raise its IPO price range from 115-125 per share to 125-135 after drawing orders for more than 20x the number of shares available (Bloomberg)

IndustryDGX agent

Bloomberg: Sources: Cerebras plans to raise its IPO price range from 115-125 per share to 125-135 after drawing orders for more than 20x the number of shares available — Cerebras Systems Inc. is set t

Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital (Bloomberg)

IndustryDGX agent

Bloomberg: Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital — Isomorphic Labs, an AI-powered drug di

Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government (Bloomberg)

IndustryDGX agent

Bloomberg: Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government — The Trump administration i

The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff (Michael Kan/PCMag)

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Michael Kan / PCMag: The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff — The FCC's bans on foreign-made Wi-Fi routers

Trump Media and Technology Group reports Q1 net sales up 6% YoY to 871,200 and a 405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B (Todd Spangler/Variety)

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Todd Spangler / Variety: Trump Media and Technology Group reports Q1 net sales up 6% YoY to 871,200 and a 405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B — Trump Media and

7 May 2026

Airbnb reports Q1 revenue up 18% YoY to 2.68B, vs. 2.62B est., Nights and Seats Booked up 9% to 156.2M, vs. 155.77M est., lifts 2026 revenue growth guidance (Samantha Subin/CNBC)

IndustryDGX agent

Samantha Subin / CNBC: Airbnb reports Q1 revenue up 18% YoY to 2.68B, vs. 2.62B est., Nights and Seats Booked up 9% to 156.2M, vs. 155.77M est., lifts 2026 revenue growth guidance — Airbnb reported mi

An interview with Google VP for Health and Home Rishi Chandra on shutting down Fit by the end of 2026, Fitbit's rebrand to Google Health, Health Coach, and more (Julian Chokkattu/Wired)

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Julian Chokkattu / Wired: An interview with Google VP for Health and Home Rishi Chandra on shutting down Fit by the end of 2026, Fitbit's rebrand to Google Health, Health Coach, and more — Google is s

Analysis: South Korea's equity market overtakes Canada's as the world's seventh largest, driven by Samsung and SK Hynix, whose stocks have more than doubled YTD (Sangmi Cha/Bloomberg)

IndustryDGX agent

Sangmi Cha / Bloomberg: Analysis: South Korea's equity market overtakes Canada's as the world's seventh largest, driven by Samsung and SK Hynix, whose stocks have more than doubled YTD — South Korea's

Anthropic researchers detail 'natural language autoencoders', which convert LLM activations, the numbers encoding a model's thoughts, into natural language text (Anthropic)

Model ReleasesDGX agent

Anthropic: Anthropic researchers detail “natural language autoencoders”, which convert LLM activations, the numbers encoding a model's thoughts, into natural language text — When you talk to an AI mod

Arm expects the AGI CPU, its own AI chip for data centers, to drive $2B in sales in FY2027 and FY2028, doubling its March 2026 sales guidance for the period (Simon Sharwood/The Register)

IndustryDGX agent

Simon Sharwood / The Register: Arm expects the AGI CPU, its own AI chip for data centers, to drive 2B in sales in FY2027 and FY2028, doubling its March 2026 sales guidance for the period — Someone oth

AWS unveils Amazon Bedrock AgentCore Payments and partners with Coinbase and Stripe to enable AI agents to execute transactions using stablecoins (RT Watson/The Block)

IndustryDGX agent

RT Watson / The Block: AWS unveils Amazon Bedrock AgentCore Payments and partners with Coinbase and Stripe to enable AI agents to execute transactions using stablecoins — Quick Take — Amazon Web Servi

Block reports Q1 revenue up 5% YoY to 6.1B, vs. 5.9B est., and raises its 2026 gross profit forecast above estimates; XYZ jumps 7%+ after hours (Isabelle Lee/Bloomberg)

IndustryDGX agent

Isabelle Lee / Bloomberg: Block reports Q1 revenue up 5% YoY to 6.1B, vs. 5.9B est., and raises its 2026 gross profit forecast above estimates; XYZ jumps 7%+ after hours — Block Inc. offered a sunnier

Cloudflare reports Q1 revenue up 34% YoY to $639.8M, plans to cut 1,100+ jobs as it shifts to an 'agentic AI-first operating model'; NET drops 13%+ after hours (Ignacio Gonzalez/Bloomberg)

AgentsDGX agent

Ignacio Gonzalez / Bloomberg: Cloudflare reports Q1 revenue up 34% YoY to $639.8M, plans to cut 1,100+ jobs as it shifts to an “agentic AI-first operating model”; NET drops 13%+ after hours — Cloudfla

Coinbase reports Q1 revenue down 31% YoY to 1.41B, vs. 1.52B est., and a loss of 1.49 per share, vs. a 0.27 profit est.; COIN drops 4%+ after hours (CNBC)

IndustryDGX agent

CNBC: Coinbase reports Q1 revenue down 31% YoY to 1.41B, vs. 1.52B est., and a loss of 1.49 per share, vs. a 0.27 profit est.; COIN drops 4%+ after hours — Coinbase posted lower-than-expected results

Cologne-based AI translation startup DeepL plans to cut ~25% of its workforce, or ~250 staff, saying adapting to AI 'means fewer layers' and 'faster decisions' (Amy Thomson/Bloomberg)

IndustryDGX agent

Amy Thomson / Bloomberg: Cologne-based AI translation startup DeepL plans to cut ~25% of its workforce, or ~250 staff, saying adapting to AI “means fewer layers” and “faster decisions” — DeepL, the Ge

CoreWeave reports Q1 revenue up 112% YoY to 2.08B, vs. 1.97B est., a $99.4B revenue backlog, forecasts Q2 revenue below estimates; CRWV drops 8%+ after hours (Jordan Novet/CNBC)

IndustryDGX agent

Jordan Novet / CNBC: CoreWeave reports Q1 revenue up 112% YoY to 2.08B, vs. 1.97B est., a $99.4B revenue backlog, forecasts Q2 revenue below estimates; CRWV drops 8%+ after hours — CoreWeave shares tu

Elon Musk says SpaceX reserves 'the right to reclaim the compute' from Anthropic if its 'AI engages in actions that harm humanity' (Elon Musk/@elonmusk)

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Elon Musk / @elonmusk: Elon Musk says SpaceX reserves “the right to reclaim the compute” from Anthropic if its “AI engages in actions that harm humanity” — @MobofJoggers @nottombrown Just as SpaceX la

EU legislators reach a deal to postpone restrictions on high-risk AI until December 2027 and to exempt the use of AI in industrial applications from the AI Act (Pieter Haeck/Politico)

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Pieter Haeck / Politico: EU legislators reach a deal to postpone restrictions on high-risk AI until December 2027 and to exempt the use of AI in industrial applications from the AI Act — Deal marks fi

Filing: OnlyFans owner Leonid Radvinsky's wife assumed significant control of OnlyFans holding company Fenix in March following the death of Radvinsky (Bloomberg)

IndustryDGX agent

Bloomberg: Filing: OnlyFans owner Leonid Radvinsky's wife assumed significant control of OnlyFans holding company Fenix in March following the death of Radvinsky — Leonid Radvinsky's widow has surface

French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe (Lora Kolodny/CNBC)

IndustryDGX agent

Lora Kolodny / CNBC: French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe — French cybercrime author

Goldman Sachs: Alphabet and Amazon generated 'other income' totaling 53B in Q1, or ~60% of their Q1 income; 49B was due to equity stakes in private companies (Robin Wigglesworth/Financial Times)

IndustryDGX agent

Robin Wigglesworth / Financial Times: Goldman Sachs: Alphabet and Amazon generated “other income” totaling 53B in Q1, or ~60% of their Q1 income; 49B was due to equity stakes in private companies — Th

Google launches the Google Fitbit Air, a $100 Whoop-like screenless wearable with Gemini-powered features like Google Health Coach, available from May 26 (Cherlynn Low/Engadget)

Model ReleasesDGX agent

Cherlynn Low / Engadget: Google launches the Google Fitbit Air, a $100 Whoop-like screenless wearable with Gemini-powered features like Google Health Coach, available from May 26 — The Whoop-like wear

Google rebrands Fitbit Premium as Google Health Premium, adding Gemini-powered coaching and other features, and raises its annual price from 79.99 to 99.99 (Adamya Sharma/Android Authority)

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Adamya Sharma / Android Authority: Google rebrands Fitbit Premium as Google Health Premium, adding Gemini-powered coaching and other features, and raises its annual price from 79.99 to 99.99 — The reb

Kalshi raised 1B led by Coatue at a 22B valuation, its third round in seven months after raising 1B and 300M+, and hits $178B in annualized trading volume (Michael J. de la Merced/New York Times)

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Michael J. de la Merced / New York Times: Kalshi raised 1B led by Coatue at a 22B valuation, its third round in seven months after raising 1B and 300M+, and hits 178B in annualized trading volume — Th

Khosla-backed robotics startup Genesis AI unveils GENE-26.5, its first model, which can control robotic hands that it designed in-house to do tasks like cooking (Anna Heim/TechCrunch)

IndustryDGX agent

Anna Heim / TechCrunch: Khosla-backed robotics startup Genesis AI unveils GENE-26.5, its first model, which can control robotic hands that it designed in-house to do tasks like cooking — Genesis AI, a

Kraken parent Payward agrees to buy Hong Kong-based Reap, which connects financial systems with digital assets, for 600M, and issues stock at a 20B valuation (Crystal Tse/Bloomberg)

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Crystal Tse / Bloomberg: Kraken parent Payward agrees to buy Hong Kong-based Reap, which connects financial systems with digital assets, for 600M, and issues stock at a 20B valuation — The owner of cr

Lyft reports Q1 revenue up 14% YoY to 1.65B, vs. 1.63B est., gross bookings up 19% to 4.95B, vs. 4.91B est., and rides up 8.5% to 236.9M, vs. 241.2M est. (Kelly Cloonan/Wall Street Journal)

IndustryDGX agent

Kelly Cloonan / Wall Street Journal: Lyft reports Q1 revenue up 14% YoY to 1.65B, vs. 1.63B est., gross bookings up 19% to 4.95B, vs. 4.91B est., and rides up 8.5% to 236.9M, vs. 241.2M est. — The com

Meta challenges Ofcom in UK High Court over the Online Safety Act, which calculates levies based on global, not UK, revenue, in a case scheduled for October (Sam Tobin/Reuters)

SafetyDGX agent

Sam Tobin / Reuters: Meta challenges Ofcom in UK High Court over the Online Safety Act, which calculates levies based on global, not UK, revenue, in a case scheduled for October — Facebook and Instagr

Moonshot, the Chinese AI startup behind Kimi chatbot, raised ~2B at a 20B+ valuation led by Meituan's venture arm; Moonshot's ARR topped $200M in April 2026 (Zheping Huang/Bloomberg)

HardwareDGX agent

Zheping Huang / Bloomberg: Moonshot, the Chinese AI startup behind Kimi chatbot, raised ~2B at a 20B+ valuation led by Meituan's venture arm; Moonshot's ARR topped 200M in April 2026 — Moonshot AI has

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